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IYBFX vs RAMHX
IYBFX vs RAMHX Comparison
Open Charts IYBFX vs RAMHX
Macquarie Balanced Fund
Price$23.95
Change-$0.24 (-0.99%)
VolumeN/A
Net Assets1.54B
American Funds American Balanced R2E
Price$35.11
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
IYBFX vs RAMHX Comparison Chart
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IYBFX vs. RAMHX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IYBFX is a Buy and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 242B vs. IYBFX (1.54B). IYBFX (1.86) and RAMHX (1.84) have matching dividends . IYBFX was incepted earlier than RAMHX: IYBFX (12 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. IYBFX (82.00). IYBFX has a lower initial minimum investment than RAMHX: IYBFX (0) vs RAMHX (250). IYBFX annual gain was more profitable for investors over the last year : 13.26 vs. RAMHX (8.69). RAMHX return over 5 years is better than : 27.61 vs. IYBFX (0.55).
| IYBFX | RAMHX | IYBFX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 2.132 | 2.811 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 242B | 1% |
| Annual Yield % from dividends | 1.86 | 1.84 | 101% |
| Returns for 1 year | 13.26 | 8.69 | 153% |
| Returns for 3 years | -1.25 | 16.40 | -8% |
| Returns for 5 years | 0.55 | 27.61 | 2% |
| Returns for 10 years | -1.55 | 48.38 | -3% |